前言 一边是中国大幅放开稀土出口，7月对美出口量从46吨猛增至619吨，展现十足合作诚意。 另一边却是美国驻华使馆公然给中国贴上"敌对国家"标签，在舆论、经济、教育三条线同时发力，完全一副翻脸不认人的架势。 这种"拿货就翻脸"的操作打的什么算盘？中美稀土较量将走向哪里？ 作者-山 75%暴增的稀土刚到手，美国就连下三道狠手 数据不会撒谎。7月中国稀土磁铁出口达到5577吨，比6月份足足增长了75%。 这个数字背后，是中国对美国释放的实实在在的善意。从5月的46吨到6月的353吨，再到7月的619吨，对美稀土出口呈现火箭般的增长轨迹。 要知道，稀土被称为"工业维生素"，美国80%的稀土需求依赖进口，这些"泥土"般不起眼的金属，却是F-35战机、爱国者导弹、特斯拉电动车都离不开的关 键原料。 按理说，解了燃眉之急的美国应该心怀感激才对。 然而现实却让人大跌眼镜。 更过分的是，美方还无端指责中国向美国输出"非法电子烟产品"，甚至暗示中国涉及什么"基因工程改造"，这种毫无根据的造谣抹黑，已经突破了正常外交 的底线。 舆论战只是开胃菜，真正的重拳还在后面。 从舆论抹黑到教育围堵，再到经济制裁，美国这三记重拳招招致命，时 ...

吴应娟：自2018年以来，美国对中国实施了全方位高强度的产业封锁，您如何看待这场产业封锁？这给我们带来了哪些机 遇和挑战，以及您认为这场封锁最终会走向何处？ 雷少华：我认为要以长时段的眼光看待美国对中国的科技与产业封锁与打压，从更大的框架去分析。"处于全球产业与技 术最高端的引领性的、主导性的国家，一定会对后发国家或者追赶型国家的实施封锁和打压"，这是过去历史的规律，要 理解美国对中国的封锁，我们必须要理解当代世界的起源。 甚至美国对自己的盟国都下狠手，如打压日本的半导体产业等。这一轮对华猛烈的技术围堵和封锁，只不过是历史车轮滚 动到了这个阶段。我们追赶美国的速度越快、与它的距离越近、被封锁的烈度就会越大，说明中国的发展已经到了需要美 国从整个技术体系封锁和围堵阶段。 1986年签署《美日半导体 协定》限制日本半导体产业发展 吴应娟：您在各种场合都明确表示过，美国无法真正封锁中国产业，您为什么会得出这样的结论，您认为中国的实力基础 在哪里？ 雷少华：我认为，建国100周年左右的时候，中国一定会全面攀升并且主导全球技术密集型产业。我之所以认为美国无法 封锁中国高科技产业发展，主要是因为美国政客搞混了一个核心问题 ...

Group 1 - A delegation of U.S. corporate executives visited China, including representatives from Boeing, Otis, Apple, and Thermo Fisher Scientific, focusing on industries affected by U.S. tariffs [1] - The China Council for the Promotion of International Trade (CCPIT) and the U.S.-China Business Council discussed enhancing exchanges between the two countries' business communities [1] - Chinese Commerce Minister Wang Wentao met with nearly ten U.S. corporate executives to discuss U.S. companies' development in China and the overall U.S.-China economic relationship [1][2] Group 2 - Wang Wentao emphasized that the U.S.-China economic relationship is crucial for both nations and that dialogue is key to resolving differences [2] - The Chinese market is highlighted as having significant growth potential and innovation capacity, welcoming foreign investment, including from U.S. companies [2] - The U.S.-China Business Council expressed support for ongoing dialogue between the two governments and the positive signals sent by China regarding reform and openness [2] Group 3 - Chinese Foreign Minister Wang Yi encouraged the U.S. business community to foster a correct understanding of China and contribute positively to U.S.-China relations [3] - The Chinese government maintains that it will act in its national interest regarding energy security and that there are no winners in a trade war [3]

Core Viewpoint - The venture capital industry is undergoing significant changes and entering a new era, driven by the backdrop of a "century-long change" [1] Group 1: New Trends in Venture Capital - The focus of innovation and entrepreneurship is shifting from model innovation to hard technology entrepreneurship, with emphasis on sectors like artificial intelligence, robotics, semiconductors, biomedicine, new generation information technology, and new energy [2] - The technology environment is facing complex challenges such as "decoupling and supply chain disruptions," impacting international cooperation and technology exchanges for Chinese tech companies [2] - There is an increasing alignment between venture capital and national strategies, with unprecedented government support for technology innovation through a series of policies enhancing the venture capital industry's development [2] - State-owned capital is becoming the main force in China's venture capital market, with state-owned limited partners (LPs) accounting for over 80% of funding, and state-owned institutions becoming more active in direct investments [2] Group 2: Economic and Technological Landscape - Investment pace is expected to align with a long-term economic growth rate of around 5%, indicating a slowdown in corporate growth due to the broader economic environment [3] - China's technological innovation is transitioning from imitation to leading innovation, with significant breakthroughs in fields such as artificial intelligence, new energy vehicles, aerospace, and biomedicine, enhancing global competitiveness [3] - Various industries are rapidly entering the artificial intelligence era, which is transforming production and lifestyle, and will likely reshape organizational structures and business logic in the near future [3]

Group 1 - The core viewpoint of the article emphasizes the importance of maintaining stable and healthy Sino-U.S. economic relations, highlighting that both countries are significant economic partners despite challenges [4][5]. - Wang Wentao, the Minister of Commerce, reiterated that China's policy of opening up will continue to expand, welcoming foreign investment, particularly from U.S. companies, to share development opportunities [4][5]. - The article mentions that recent dialogues between the two countries' economic teams have taken place, indicating ongoing efforts to resolve differences through equal dialogue and consultation [4][5]. Group 2 - The meeting included representatives from major U.S. companies such as Boeing and Apple, indicating a high level of engagement from American businesses in China [1]. - The U.S.-China Business Council expressed optimism about the ongoing dialogue and the positive signals sent by China regarding further reforms and openness, which enhances market confidence [4][5]. - Wang Wentao highlighted that the Chinese consumer market remains one of the largest globally, with significant growth potential and innovation vitality, making it an attractive destination for foreign investment [4].

Group 1 - The core viewpoint emphasizes the importance of maintaining stable and healthy Sino-U.S. economic relations, highlighting that "decoupling" is not feasible and that equal dialogue is key to resolving differences [1] - The Chinese government is committed to further opening up its market, indicating that the policy for utilizing foreign investment remains unchanged and will continue to expand [1] - The Chinese consumer market is noted for its significant growth potential and innovative vitality, welcoming investments from U.S. companies and others to share development opportunities [1] Group 2 - The U.S.-China Trade Committee expresses optimism about the ongoing dialogue between the two governments and the positive outcomes achieved, which enhance market confidence [1] - The committee and its member companies are dedicated to long-term development in China and will contribute constructively to expanding Sino-U.S. economic cooperation [1]

Group 1 - The core viewpoint emphasizes the importance of stable and mutually beneficial relations between China and South Korea, highlighting the need for both countries to act as genuine strategic partners [1] - Wang Yi stressed the necessity of maintaining policy stability, with China prioritizing the development of China-South Korea cooperation and expecting similar stability from South Korea's policies towards China [1] - The relationship should be independent and not influenced by any third party, focusing on mutual interests that benefit both nations [1] Group 2 - Economic ties between China and South Korea are highlighted as being closely linked, with a highly integrated supply chain, necessitating deepened cooperation for mutual development [1] - Both countries are encouraged to oppose "decoupling" and to work together to maintain the stability and smooth operation of global supply chains [1] - South Korea expressed a strong commitment to enhancing high-level exchanges and advancing the strategic partnership with China, particularly in economic cooperation and free trade negotiations [1]

Core Viewpoint - The conversation between Wang Yi and South Korean Foreign Minister Park Jin emphasizes the importance of stable and mutually beneficial relations between China and South Korea, aiming to elevate their partnership to a higher level [1] Group 1: Policy Stability - Wang Yi stressed the need for policy stability in China-South Korea relations, highlighting that China values the development of cooperation and expects South Korea to maintain a consistent and predictable policy towards China [1] - The call for avoiding policy fluctuations is crucial for fostering a stable bilateral relationship [1] Group 2: Independence and Autonomy - The relationship between China and South Korea should be based on mutual interests, benefiting both nations without targeting or being influenced by any third parties [1] - Emphasizing independence in foreign policy is vital for both countries to strengthen their partnership [1] Group 3: Mutual Benefits and Economic Cooperation - The economic ties between China and South Korea are described as close, with highly intertwined supply chains, necessitating deeper cooperation for mutual development [1] - Both countries are encouraged to jointly oppose "decoupling" and "disruption" to maintain the stability and smooth operation of global supply chains [1]

Group 1 - Over 70% of countries and regions are facing threats from US tariffs, which are causing global supply chain disruptions and decoupling [1] - The US is struggling with a deindustrialization issue that began 45 years ago, raising questions about whether tariffs can effectively bring manufacturing jobs back [5][6] - The US faces significant challenges in labor quality and infrastructure, which hinder the return of manufacturing [6][7] Group 2 - High tariffs may not lead to a manufacturing return to the US, as companies like Apple rely on Asian factories for cost-effective production [7] - China has transitioned from being the "world's factory" to an "innovation laboratory," becoming a stabilizing force in global supply chains [8][10] - Major global companies recognize China's advanced manufacturing capabilities and extensive supplier networks, with a significant portion of their suppliers based in China [10]

Group 1 - The meeting between Chinese and EU leaders marks a significant moment in their 50-year diplomatic relationship, emphasizing mutual respect and cooperation as key principles for future development [1][2][3] - The EU leaders acknowledged that the current challenges facing Europe do not stem from China, highlighting the importance of understanding the historical and cultural differences between the two regions [2][3] - The joint statement on climate change signifies a commitment to multilateralism and positions China and the EU as leaders in global climate action, especially in light of the US withdrawal from the Paris Agreement [4][5][6] Group 2 - The joint declaration on climate change is seen as a crucial step for global climate governance, particularly benefiting developing countries, and demonstrates the potential for cooperation despite geopolitical tensions [6][7] - The EU expressed a desire for continued investment from Chinese companies, indicating a willingness to strengthen economic ties and avoid "decoupling" [3][4] - The meeting is viewed as an opportunity to reset and enhance the EU-China relationship, with calls for more dialogue and cooperation on trade and other issues [8][9]